Posts by: Steve Birenberg
Given all the market volatility and really important macro issues, sometimes I feel bit odd writing about mundane fundamental factors for media stocks but maybe focusing on the micro is…
I think the biggest benefit of the Treasury takeover of Fannie Mae and Freddie Mac is that it will unclog the market for mortgage backed securities. With an explicit US…
The recovery in American Apparel continues as the stock crossed $10 yesterday for the first time since the beginning of April. The stock bottomed out below $6 in late July…
The world of TV transitioned from the Olympics to the political conventions over the past week. The ratings of each event provide some insight to investors. Broadcast networks (ABC/Disney, CBS,…
For the first time since August 2005, Northlake's monthly Market Cap model is flashing a small cap signal. As a result, I sold all client and personal positions that tin…
It looks like a weak finish to the summer box office will leave Summer 2008 just short of Summer 2007's all-time record. Labor Day weekend is down 22% for the…
Looks like I got a bit lucky with the timing of last week's sale of Northlake's remaining position in Rogers Communication (RCI). On Friday, it was reported that Telus and…
It me a full month to complete the sale of Rogers Communications across all Northlake client accounts. Here is a link to my post following the initial sales. The post…
By now everyone knows that NBC's Olympic coverage produced great ratings, the best since TV truly became multichannel as opposed to just a three or four channel nightly option for…
Central European Media Enterprises (CETV) shares sold off heavily last Tuesday, dropping over 10% mid-day and closing down about 7% to set a new 52 week low. A number of…
follow me on Twitter